Gena Maier, AIF, CPFA, CAS
Client Service Advisor
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Background
Gena began working in the financial services industry in 2006 working for a Financial Planner. She assisted with the wealth management, retirement, life insurance, annuity and estate planning areas of his practice. Gena played a key role in all aspects of the planning, implementation and servicing processes.
Gena joined HUB Retirement and Wealth Management in 2017 as a Senior Retirement Plan Coordinator and is now a Client Service Advisor. For Retirement Plans, she prepares proposals, plan reviews and investment reports and coordinates our Financial Wellness program. Gena assists our Wealth Management and Risk Management clients with initial onboarding and ongoing servicing.
Gena has earned the Certified Plan Fiduciary Advisor (CPFA®), Accredited Investment Fiduciary(AIF®) and Certified Annuity Specialist (CAS®) designations.
Gena enjoys hiking and landscape photography and can be found on a trail in her free time.
Advisor Location
701 University Avenue, Suite 100 Sacramento, CA 95825
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education